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A Whole Lotta Queries

A Whole Lotta Queries


Episode 785


This week seven truly diverse questions from listeners:

Where to put a bunch of money for grandkids?

Is there a national LTC insurance mandate?

Helping a 93-year olf mom invest better.

Backdoor Roth or a…


Published on 4 years ago

Control Only What You Can

Control Only What You Can


Episode 784


The key to successful investing is controlling those things that are in your power to change and ignoring all the rest.

Plus, a listener wonders how you choose the proper target-date fund year after y…


Published on 4 years ago

What About Inflation?

What About Inflation?


Episode 783


We explore the realities of inflation and share a few ways to plan for it and cope with it.

A listener looks for advice on continuing to add money to an expensive VALIC annuity in a 403b.

Plus, Tom is …


Published on 4 years ago





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